Charles L. Schlapp, CFP^®

President

Superior Financial Management

410 Jericho Turnpike, Ste 203
Jericho, NY 11753

FINANCIAL ADVISOR'S WEBSITE

www.superiorfinancialmanagement.com

(516) 939-2789EXT. 101

Minimums

HOUSEHOLD INCOME MINIMUM

$50,000

Investable Asset Minimum

$250,000

General

Charles Schlapp is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Superior Financial Management in Jericho, NY and the surrounding communities.

Financial Advisor Overview

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning and family wealth planning.

Financial Advisor Experience

Chuck Schlapp has been a practicing Certified Financial Planner™ for over 25 years. Chuck provides comprehensive financial services that coordinate tax planning, estate planning, protection planning, retirement income and distribution planning and investment planning. He strongly believes in educating and regularly meeting and communicating with his clients. He is dedicated to helping them improve their long-term financial success.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: NY - New York
Health/disability insurance: NY - New York
Fixed annuities: NY - New York
Variable annuities: NY - New York

Broker-Dealer Disclaimer

Securities and investment advisory products and services are offered through registered representatives of Cetera Advisor Networks LLC, a securities broker/dealer (member FINRA / SIPC) and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care